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14.10.25 - 14:01
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US-China Trade Tensions Flare, Gaza Deal Sealed | The Pulse 10/14 (Bloomberg)
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Trade tensions reignite between Washington and Beijing, as China sanctions the American units of a South Korean shipping giant and threatens further measures. A pivotal day in Paris with newly reappointed Prime Minister Sébastien Lecornu facing parliament in a high-stakes address that could define his political future. And President Trump calls it 'the dawn of a new Middle East' - but questions remain over what happens next, following US-led efforts to end the fighting in Gaza.
Today's guests: Craig Cameron, Head of European Equities at Franklin Templeton, Robert Friedland, Canadian mining billionaire and Founder of I-Pulse, Maximo Pacheco, Chairman of Codelco, Dambisa Moyo, Principal at Versaca Investments, Dietrich Becker, President at Perella Weinberg, a boutique investment bank that advises major clients including Blackrock and Thoma Bravo. (Source: Bloomberg)...
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09.10.25 - 14:18
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Gaza Breakthrough: Israel, Hamas Agree to Hostage Deal: The Pulse 10/09 (Bloomberg)
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Israel and Hamas have reached a deal for the release of all hostages held by the militant group in Gaza, a major step toward ending a two-year war that's devastated the Palestinian territory and triggered multiple conflicts in the Middle East as well as protests across the world. The agreement was reached early on Thursday after several days of indirect negotiations between the warring sides in the Egyptian resort of Sharm El-Sheikh. In France, President Emmanuel Macron said he'll name a new prime minister by Friday evening, having for the time being avoided the need to call a snap election that would have deepened the political chaos in France.
Today's guests: Marie Jacot, Edmond de Rothschild Asset Management France CEO, Amy Gower, Morgan Stanley Metals and Mining Commodities Strategist, Mujtaba Rahman, Eurasia Group Europe Managing Director, David O'Sullivan, EU Sanctions Envoy
(Source: Bloomberg)...
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09.10.25 - 14:06
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HSBC′s $14B Hong Kong Bet, Israel & Hamas Strike Hostage Deal | The Opening Trade 10/9 (Bloomberg)
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Israel and Hamas have agreed to terms for the release of all hostages held by the Palestinian militant group in Gaza, a major breakthrough in the US- and Qatari-brokered negotiations to end their two-year war. The deal is expected to see Hamas free the roughly 20 people taken during the October 2023 attacks that are still alive, alongside the remains of more than two dozen who died in captivity. Israel would release almost 2,000 Palestinian prisoners along with the troop movement.
HSBC proposed taking its troubled Hong Kong subsidiary Hang Seng Bank Ltd. private in a deal representing a major bet on the Chinese financial hub.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)...
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10.09.25 - 02:06
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Oil Rises on Israel′s Strike Targeting Hamas in Qatar | The Close 9/9/2025 (Bloomberg)
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are CIBC Private Wealth's Rebecca Babin, Gabelli Funds' John Belton, T-Mobile's Srini Gopalan, Former US Bureau of Labor statistics Commissioner and Cornell ILR School's Erica Groshen, Envestnet's Dana D'Auria, D.A. Davidson's Gil Luria, NYU Professor Meredith Broussard, Buffalo Bayou Holdings's Frank Monkam, Syntilay's Ben Weiss and Joe Foster. (Source: Bloomberg)...
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10.05.25 - 04:18
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Controversial Aid Plan For Gaza Revealed In New Document, Includes American CEOs & Banks (ZeroHedge)
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Controversial Aid Plan For Gaza Revealed In New Document, Includes American CEOs & Banks
Via Middle East Eye
The organization set to administer Israel's controversial plan to take control of humanitarian aid distribution in Gaza will use private contractors to secure hubs where Palestinians will receive 1,750 kcal meals that will cost donors a little more than a dollar each.
Details about the Gaza Humanitarian Foundation (GHF) strategy for Gaza are laid out in a 14-page document circulating amongst aid organizations working on Gaza and seen by Middle East Eye.
The hitherto unknown nonprofit, which was registered in Switzerland in February, has been touted as the umbrella body that will seemingly take over humanitarian operations in Gaza while inviting NGOs to "take advantage" of its "logistics, security and transparency frameworks".
Via AFP
The pitch-like document offers detailed information about how the foundation, largely led by Americans and involving a mix of disa...
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07.02.25 - 13:42
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Amazon Says It Can′t Keep Up With AI Demand, Trump Doubles Down on Gaza Vision | Bloomberg The Pulse (Bloomberg)
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Amazon warned investors that it could face capacity constraints in its cloud computing division despite plans to invest some $100 billion this year, with most of the money going toward data centers, homegrown chips and other equipment to provide artificial intelligence services. In geopolitical news, President Donald Trump reasserted his vision for a “spectacular” development in the Gaza Strip, led by the US and without Palestinians, in a social media post early Thursday.
Trump wrote on his Truth Social platform that Israel would hand over control of Gaza to the US “at the conclusion of fighting,” and that no US soldiers would be needed to execute his plan.
Today's guests: Hetal Mehta, St James's Place Management; Andrea Illy, illycaffe Chairman; Nigel Sheinwald, Former UK Ambassador to UK & King's College London Visiting Professor (Source: Bloomberg)...
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05.02.25 - 13:42
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US-China Trade War Loom Over Markets, Trump Eyes US Control of Gaza | Bloomberg Brief 02/05/2025 (Bloomberg)
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US stock futures point downwards amid disappointing earnings results from Alphabet and AMD. Gold hits a record high as investors sought safe havens while digesting the reality of a US-China trade war. The US postal service stops handling inbound parcels from China and Hong Kong and Apple's app store comes under closer scrutiny in Beijing. The escalating game of chess between the US and China might provide upside down the road for Europe says Monica Defend, Head of the Amundi Investment Institute. Marvin Loh of State Street thinks markets are holding onto an off-ramp and are likely under-appreciating that the tariff genie is out of the bottle. “Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda. (Source: Bloomberg)...
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05.02.25 - 13:06
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Apple Faces Possible China Probe; Trump Says US Should Take Over Gaza | Bloomberg The Pulse (Bloomberg)
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Donald Trump said the US should take control of the devastated Gaza Strip. “The US will take over the Gaza Strip,” Trump said Tuesday during a White House news conference alongside Israeli Prime Minister Benjamin Netanyahu. “We'll own it and be responsible for dismantling all of the dangerous unexploded bombs and other weapons on the site.” In Israel, most politicians welcomed Trump's remarks, saying they were an original way of trying to resolve the Israeli-Palestinian conflict. In the rest of the Middle East, the reaction was negative. The Palestine Liberation Organization, which represents political groups in Gaza and the West Bank, said it was “steadfast” in opposing any displacement of Gazans from their “homeland.” In other news, China's antitrust watchdog is examining Apple's policies, including taking a cut of up to 30% on in-app spending and barring external payment services and stores. (Source: Bloomberg)...
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16.01.25 - 09:48
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Israel-Hamas Gaza Ceasefire Deal: What Happens Next? | Daybreak: Europe 01/16/2025 (Bloomberg)
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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins.
On today's show, Israel and Hamas have agreed to a ceasefire deal in Gaza. It pauses 15 months of fighting that has killed thousands of people and caused widespread destruction. The three-phased agreement will take effect on Sunday. TSMC projected quarterly sales and capital expenditure ahead of analysts' estimates, fueling hopes that spending on AI hardware should remain resilient in 2025. Asian stocks followed Wall Street higher after cooling core inflation reinvigorated bets the Fed will cut rates soon.
Today's guest: Sunaina Sinha Haldea, Global Head of Private Capital Advisory at Raymond James (Source: Bloomberg)...
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